Customers (Mobile)

To access the CUSTOMERS screen: Go to the SALES menu → CUSTOMERS screen

Add and Manage Customers

To add and manage your Customer List, expand the Sales menu and select Customers.

On the Customers page, you can:

Click on a customer to view their details.

To add a new customer, click the +.

The Add New Customer screen will appear, here you can enter:

Customer Basic Information

All fields marked with an asterisk (*) are required.

Customer/Company full name: Enter the full name of the customer or the customer company name.
Full Address: Enter the customer address.
Currency: Set the currency this customers booking confirmations, invoices & account statements will appear in. When viewing their account in Seedtrakr you'll still see these values in your currency.

Note: Once a currency is set on a customer it cannot be changed.

Payment Terms: Select the appropriate term.
SSA#: Enter the customer's SSA#.
Customer Status: This field will default to active. To change the customer status, select the desired status and save the changes.
Country: Select the customer's country from the drop down menu.

Note: Only the countries listed are supported at this time.

City/Ville/Community: Enter the customer city.
Province/State/Territory: Enter the customer province or state (must add country before editable).
Postal/ZIP code: Enter the customer postal or zip code (must add country before editable).
Account #: Specify the customer's account number that will appear on their booking confirmations & invoices.
TSA #: Enter the customer's TSA #.

Contact & Shipping

First Name: Enter the contact person's first name.
Last Name: Enter the contact person's last name.
Email: Enter the customer email address.
Fax: Enter the customer fax number.
Phone: Enter the customer phone number.
Mobile: Enter the customer mobile number
Alternate Shipping Address?: Select this checkbox if the customer has a different shipping address than their set address. If set this address will appear on their invoices.

Is External Sales Account?: Check this box if this customer account is for an external sales person.
Apply automatic discount?: Check this box to apply an automatic discount to all bookings for this customer. (Discount % can be specified if this box is selected).
Is Genetics Company?: Check this box if the customer account is a genetics company, enabling this setting allows the customer to be used for the contract production feature.
Is Grower?: Check this box if this customer account is for a grower.
Is Seed Supplier?: Check this box is this customer account is for a seed supplier.
Is Toll Retail: Check this box if the customer is to be used as a wholesaler for the toll retail feature.

From the Customers screen, click on a specific customer in order to view the Customer Details page.

On the Customer Detail page, you can:

View Payments (Credits, Pre-Payments. Payments).
View Invoices (Search by Invoice number, Partially Paid, Paid in Full, Cancelled, Invoiced).
View Transactions (Credits, Pre-Payments, and Payments).
View Bookings (active, closed, and cancelled).

In the Payments tab, you can:

Note: They have to be set up already in the web app

Note: By clicking on the transaction it removes the checkmark and removes that transaction from the filter.

In the Invoices tab, you can:

Note: By clicking on the transaction it removes the checkmark and removes that transaction from the filter.

In the Transactions tab, you can:

View a list of Transactions on the customer account.
Search Customer file.
- To edit Customer information click edit and the Edit Customer window -Customer Basic Info will appear.

In the Bookings tab, you can:

Note: They have to be set up already in the web app

Note: By clicking on the status it removes the checkmark and removes that status from the filter.

View customer Bookings and status.
- Click on the booking to view or add a product or service to it.